Securian Financial Services, Inc
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About this Advisor
Jennifer Deloach is a certified financial planner based in Atlanta, Georgia. Currently an advisor at Securian Financial Services, Inc, Deloach has 11 years of practice as a registered investment advisor. Deloach holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Deloach is able to act as an advisor in Georgia. Throughout their career, Deloach has worked at Robert W. Baird & Co, Na, Certussecurities, Inc, Certus Investment Advisors, Acg Wealth Inc, Triad Advisors, Inc, Joyn Advisors Inc, Arkadios Capital, LLC and Securian Financial Services Inc. Securian Financial Services, Inc is located in Atlanta, Georgia, and operates out of 172 additional offices in the country. Overall, Securian Financial Services, Inc manages $10 billion in assets throughout 34,933 accounts and retains more than 1,703 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 8,135 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 19% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Securian Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Securian Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jennifer Deloach Work History
Jennifer has 11 years of experience.
Joyn Advisors Inc
Securian Financial Services Inc
Arkadios Capital, LLC
Acg Wealth Inc
Acg Wealth Inc
Triad Advisors, Inc
Certus Investment Advisors
Robert W. Baird & Co
Jennifer Deloach has no disclosures.
Please visit their SEC profile for more details.